Here are 3 different portfolios:
1.
How
our Bond ETF (Exchange traded Fund) Portfolio did
2.
How
our Global ETF (Exchange Traded Fund) Portfolio did
3.
A
hypothetical portfolio showing how volatility can cost you money
Obviously,
this is historical, no financial advice is being given, these a gross figures,
and your individual return will vary based on time. deposits/withdraws and
other criteria
Enjoy, and as always, the choice is yours. Contact us for more info
This ETF Bond Portfolio is
invested in various of Bond ETF's. So, again, we will not know the future until
after it happens. contact us for more info
How do Bond ETF's make
you money?
|
||||
Year
|
Growth of $100,000 Bond
|
Annual Return Bond
|
Growth of $100,000 SPY1
|
Annual Return SPY1
|
2008
|
$110,040
|
10.04%
|
$63,190
|
-36.81%
|
2009
|
$142,524
|
29.52%
|
$79,853
|
26.37%
|
2010
|
$158,971
|
11.54%
|
$91,879
|
15.06%
|
2011
|
$184,899
|
16.31%
|
$93,616
|
1.89%
|
2012
|
$202,908
|
9.74%
|
$108,585
|
15.99%
|
2013
|
$227,055
|
11.90%
|
$143,668
|
32.31%
|
2014
|
$296,056
|
30.39%
|
$163,006
|
13.46%
|
Average Return
|
17.06%
|
9.75%
|
||
CAGR2
|
16.77%
|
7.23%
|
||
Standard Deviation
|
9.07%
|
22.71%
|
||
|
This ETF Global Portfolio is invested
in various ETF's from around the world. So, again, we will not know the
future until after it happens. contact us for more
info
How do Global ETF's make you money?
|
||||
Year
|
Growth of $100,000 ETF
|
Annual Return ETF
|
Growth of $100,000 SPY1
|
Annual Return SPY1
|
2008
|
$155,440
|
55.44%
|
$63,190
|
-36.81%
|
2009
|
$243,559
|
56.69%
|
$79,853
|
26.37%
|
2010
|
$340,934
|
39.98%
|
$91,879
|
15.06%
|
2011
|
$645,626
|
89.37%
|
$93,616
|
1.89%
|
2012
|
$737,112
|
14.17%
|
$108,585
|
15.99%
|
2013
|
$966,869
|
31.17%
|
$143,668
|
32.31%
|
2014
|
$1,260,701
|
30.39%
|
$163,006
|
13.46%
|
Average Return
|
45.32%
|
9.75%
|
||
CAGR2
|
43.63%
|
7.23%
|
||
Standard Deviation
|
24.47%
|
22.71%
|
||
|
This is a hypothetical portfolio showing how volatility can cost you money
How does volatility cost you money?
|
||||
Year
|
Growth of $100,000
|
Annual Return MARR1
|
Growth of $100,000
|
Annual Return Random2
|
2005
|
$115,000
|
15.00%
|
$140,000
|
40.00%
|
2006
|
$132,250
|
15.00%
|
$70,000
|
-50.00%
|
2007
|
$152,088
|
15.00%
|
$87,500
|
25.00%
|
2008
|
$174,901
|
15.00%
|
$135,625
|
55.00%
|
2009
|
$201,136
|
15.00%
|
$169,531
|
25.00%
|
2010
|
$231,306
|
15.00%
|
$211,914
|
25.00%
|
2011
|
$266,002
|
15.00%
|
$169,531
|
-20.00%
|
2012
|
$305,902
|
15.00%
|
$118,672
|
-30.00%
|
2013
|
$351,788
|
15.00%
|
$195,809
|
65.00%
|
2014
|
$404,556
|
15.00%
|
$225,180
|
15.00%
|
Average Return
|
15.00%
|
15.00%
|
||
CAGR3
|
15.00%
|
8.46%
|
||
Standard Deviation
|
0.00%
|
37.27%
|
||
|
